Lookback Period: 1 Month
2-Year Yield: -0.06 bp •
10-Year Yield: +0.00 bp •
S&P 500: -1.8% (7,765 → 7,624)
1. Current Sector Performance
| GICS Sector |
Avg Return % |
Median Return % |
# stocks |
Avg Vol % |
Avg MaxDD % |
| Energy |
9.90 |
10.11 |
21 |
28.50 |
-5.28 |
| Consumer Staples |
6.47 |
8.26 |
33 |
27.65 |
-4.85 |
| Health Care |
6.17 |
6.88 |
60 |
28.60 |
-5.17 |
| Utilities |
5.32 |
6.29 |
31 |
23.88 |
-3.57 |
| Financials |
2.40 |
2.96 |
76 |
24.20 |
-5.53 |
| Consumer Discretionary |
1.85 |
2.34 |
47 |
32.47 |
-6.75 |
| Real Estate |
0.85 |
2.08 |
30 |
26.14 |
-5.62 |
| Materials |
0.39 |
3.64 |
24 |
24.05 |
-7.30 |
| Industrials |
-0.01 |
1.36 |
83 |
29.16 |
-8.08 |
| Information Technology |
-3.41 |
-1.83 |
75 |
47.81 |
-16.13 |
| Communication Services |
-4.62 |
-7.01 |
22 |
36.05 |
-10.12 |
2. Prior Sector Performance
| GICS Sector |
Avg Return % |
Median Return % |
# stocks |
Avg Vol % |
Avg MaxDD % |
| Information Technology |
4.26 |
3.05 |
75 |
51.69 |
-11.09 |
| Health Care |
-1.50 |
-1.17 |
60 |
27.39 |
-8.64 |
| Communication Services |
-3.21 |
-4.66 |
22 |
32.88 |
-9.68 |
| Energy |
-3.44 |
-3.88 |
21 |
30.31 |
-9.34 |
| Utilities |
-4.77 |
-3.57 |
31 |
20.52 |
-7.56 |
| Industrials |
-5.27 |
-5.05 |
83 |
27.19 |
-9.53 |
| Real Estate |
-5.49 |
-4.99 |
30 |
19.35 |
-8.32 |
| Financials |
-5.54 |
-5.54 |
76 |
25.92 |
-9.08 |
| Consumer Staples |
-5.77 |
-5.10 |
33 |
25.45 |
-10.24 |
| Materials |
-5.79 |
-5.52 |
24 |
27.59 |
-10.42 |
| Consumer Discretionary |
-7.32 |
-7.09 |
47 |
29.30 |
-11.89 |
3. Sector Rotation (Current vs Prior)
| GICS Sector |
Current Avg Return % |
Prior Avg Return % |
Δ Return % |
# stocks |
| Energy |
9.90 |
-3.44 |
13.34 |
21 |
| Consumer Staples |
6.47 |
-5.77 |
12.24 |
33 |
| Utilities |
5.32 |
-4.77 |
10.09 |
31 |
| Consumer Discretionary |
1.85 |
-7.32 |
9.17 |
47 |
| Financials |
2.40 |
-5.54 |
7.94 |
76 |
| Health Care |
6.17 |
-1.50 |
7.67 |
60 |
| Real Estate |
0.85 |
-5.49 |
6.34 |
30 |
| Materials |
0.39 |
-5.79 |
6.18 |
24 |
| Industrials |
-0.01 |
-5.27 |
5.26 |
83 |
| Communication Services |
-4.62 |
-3.21 |
-1.41 |
22 |
| Information Technology |
-3.41 |
4.26 |
-7.67 |
75 |
4. Leaders – Top 5 Stocks by Sector
Communication Services
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| OMC |
Omnicom Group |
9.74 |
-3.31 |
| DIS |
Walt Disney Company (The) |
8.38 |
-4.54 |
| NWSA |
News Corp (Class A) |
5.09 |
-1.99 |
| NWS |
News Corp (Class B) |
4.29 |
-2.45 |
| FOX |
Fox Corporation (Class B) |
3.73 |
-3.99 |
Consumer Discretionary
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| HAS |
Hasbro |
35.13 |
-1.98 |
| RCL |
Royal Caribbean Group |
17.71 |
-5.01 |
| CCL |
Carnival Corporation |
17.19 |
-4.36 |
| HLT |
Hilton Worldwide |
13.35 |
-3.48 |
| ULTA |
Ulta Beauty |
12.75 |
-2.89 |
Consumer Staples
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| CASY |
Casey’s |
19.57 |
-2.02 |
| STZ |
Constellation Brands |
17.94 |
-3.26 |
| KR |
Kroger |
14.02 |
-3.92 |
| COST |
Costco |
11.55 |
-1.54 |
| KMB |
Kimberly-Clark |
11.36 |
-4.70 |
Energy
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| APA |
APA Corporation |
23.32 |
-4.94 |
| COP |
ConocoPhillips |
20.38 |
-3.24 |
| EOG |
EOG Resources |
17.64 |
-3.57 |
| MPC |
Marathon Petroleum |
17.33 |
-5.71 |
| XOM |
ExxonMobil |
15.44 |
-1.32 |
Financials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| CBOE |
Cboe Global Markets |
27.58 |
-5.81 |
| FDS |
FactSet |
19.86 |
-6.96 |
| BRO |
Brown & Brown |
16.86 |
-3.01 |
| MRSH |
Marsh McLennan |
16.84 |
-1.22 |
| AJG |
Arthur J. Gallagher & Co. |
16.31 |
-2.46 |
Health Care
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| VEEV |
Veeva Systems |
23.81 |
-4.25 |
| CRL |
Charles River Laboratories |
21.14 |
-4.11 |
| RMD |
ResMed |
13.92 |
-1.77 |
| HUM |
Humana |
13.46 |
-4.69 |
| CAH |
Cardinal Health |
12.66 |
-3.10 |
Industrials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| ALLE |
Allegion |
16.26 |
-4.84 |
| LMT |
Lockheed Martin |
15.67 |
-4.85 |
| WM |
Waste Management |
15.26 |
-2.91 |
| EFX |
Equifax |
14.13 |
-11.64 |
| VRSK |
Verisk Analytics |
13.92 |
-4.96 |
Information Technology
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| PTC |
PTC Inc. |
38.43 |
-2.13 |
| ACN |
Accenture |
36.82 |
-8.90 |
| IT |
Gartner |
28.83 |
-4.15 |
| ROP |
Roper Technologies |
20.72 |
-4.63 |
| CTSH |
Cognizant |
20.21 |
-6.26 |
Materials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| DOW |
Dow Inc. |
15.64 |
-3.87 |
| LYB |
LyondellBasell |
12.17 |
-4.50 |
| IFF |
International Flavors & Fragrances |
9.74 |
-4.00 |
| LIN |
Linde plc |
9.45 |
-1.68 |
| BALL |
Ball Corporation |
7.99 |
-4.74 |
Real Estate
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| CCI |
Crown Castle |
18.79 |
-5.85 |
| CSGP |
CoStar Group |
17.90 |
-4.64 |
| HST |
Host Hotels & Resorts |
11.95 |
-1.47 |
| AMT |
American Tower |
8.99 |
-4.67 |
| PSA |
Public Storage |
6.97 |
-2.19 |
Utilities
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| PNW |
Pinnacle West Capital |
13.65 |
-2.18 |
| ED |
Consolidated Edison |
11.46 |
-2.29 |
| ATO |
Atmos Energy |
9.45 |
-1.55 |
| SO |
Southern Company |
9.09 |
-2.09 |
| NI |
NiSource |
8.53 |
-1.71 |
5. Laggards – Bottom 5 Stocks by Sector
Communication Services
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| SKYD |
Skydance Corporation |
-23.15 |
-34.17 |
| APP |
AppLovin |
-20.83 |
-17.45 |
| T |
AT&T |
-15.67 |
-16.83 |
| META |
Meta Platforms |
-12.76 |
-17.36 |
| TMUS |
T-Mobile US |
-9.77 |
-14.46 |
Consumer Discretionary
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| MGM |
MGM Resorts |
-27.87 |
-25.87 |
| CMG |
Chipotle Mexican Grill |
-15.66 |
-15.87 |
| WYNN |
Wynn Resorts |
-11.85 |
-10.71 |
| CVNA |
Carvana |
-11.61 |
-11.14 |
| F |
Ford Motor Company |
-11.45 |
-10.36 |
Consumer Staples
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| BG |
Bunge Global |
-6.16 |
-8.30 |
| TGT |
Target Corporation |
-3.94 |
-4.74 |
| ADM |
Archer Daniels Midland |
-2.67 |
-5.12 |
| MKC |
McCormick & Company |
-1.59 |
-10.08 |
| GIS |
General Mills |
-1.15 |
-11.59 |
Energy
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| TPL |
Texas Pacific Land Corporation |
-4.78 |
-9.61 |
| BKR |
Baker Hughes |
-2.44 |
-7.60 |
| WMB |
Williams Companies |
1.01 |
-7.17 |
| SLB |
Schlumberger |
1.80 |
-7.54 |
| HAL |
Halliburton |
6.30 |
-4.45 |
Financials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| HOOD |
Robinhood Markets |
-23.48 |
-22.52 |
| COIN |
Coinbase |
-18.21 |
-17.45 |
| IBKR |
Interactive Brokers |
-12.63 |
-12.32 |
| MS |
Morgan Stanley |
-10.34 |
-10.04 |
| BAC |
Bank of America |
-10.04 |
-11.13 |
Health Care
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| DXCM |
Dexcom |
-12.95 |
-11.16 |
| INCY |
Incyte |
-8.84 |
-12.98 |
| SOLV |
Solventum |
-3.76 |
-5.01 |
| MRK |
Merck & Co. |
-3.74 |
-6.52 |
| HSIC |
Henry Schein |
-2.83 |
-3.47 |
Industrials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| BE |
Bloom Energy |
-30.10 |
-34.65 |
| FIX |
Comfort Systems USA |
-28.57 |
-36.14 |
| VRT |
Vertiv |
-23.33 |
-23.38 |
| HWM |
Howmet Aerospace |
-17.51 |
-20.03 |
| ETN |
Eaton Corporation |
-17.26 |
-17.74 |
Information Technology
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| SNDK |
Sandisk |
-34.39 |
-31.85 |
| FLEX |
Flex Ltd. |
-33.11 |
-36.93 |
| COHR |
Coherent Corp. |
-32.57 |
-38.58 |
| STX |
Seagate Technology |
-31.40 |
-33.32 |
| INTC |
Intel |
-29.79 |
-32.89 |
Materials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| MOS |
Mosaic Company (The) |
-27.86 |
-29.13 |
| ALB |
Albemarle Corporation |
-19.80 |
-18.45 |
| NEM |
Newmont |
-14.45 |
-11.88 |
| FCX |
Freeport-McMoRan |
-12.14 |
-12.16 |
| SW |
Smurfit Westrock |
-9.90 |
-12.35 |
Real Estate
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| ARE |
Alexandria Real Estate Equities |
-18.91 |
-20.47 |
| CBRE |
CBRE Group |
-12.58 |
-9.69 |
| EQIX |
Equinix |
-9.84 |
-9.05 |
| WY |
Weyerhaeuser |
-9.52 |
-12.75 |
| DLR |
Digital Realty |
-7.15 |
-7.42 |
Utilities
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| NRG |
NRG Energy |
-10.16 |
-15.01 |
| CEG |
Constellation Energy |
-3.80 |
-15.63 |
| PCG |
PG&E Corporation |
-1.54 |
-5.25 |
| VST |
Vistra Corp. |
-0.18 |
-15.93 |
| AES |
AES Corporation |
1.21 |
-0.27 |